Wealth Management Services Inc. provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment policy statements and offer financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit. They may also direct clients to third-party money managers.
Assets Under Management$4.2M
Clients11
Advisors1
Avg. per Client$390K
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.60% |
| $750K - $1.0M | 1.50% |
| $1.0M - $1.4M | 1.40% |
| $1.4M - $2.0M | 1.30% |
| $2M+ | 1.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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